CastleKeep Investment Advisors
DINO icon

CastleKeep Investment Advisors’s HF Sinclair DINO Stock Holding History

CastleKeep Investment Advisors’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,962
Closed -$783K – 101
2024
Q1 		$783K Sell
12,962
-4,515
-26% -$257K 0.56% 80
2023
Q4 		$971K Buy
+17,477
New +$953K 0.69% 69

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CastleKeep Investment Advisors's DINO Position: Q2 2024 in Review

CastleKeep Investment Advisors sold out of HF Sinclair (DINO) in Q2 2024, closing a stake of 12,962 shares — an estimated $783K sold.

CastleKeep Investment Advisors first reported a position in DINO in Q4 2023 and held it in 2 quarters. The position peaked at $971K in Q4 2023. 573 funds tracked by Wall St. Rank hold DINO as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining HF Sinclair position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 12,962 HF Sinclair shares in Q2 2024, an estimated $783K.
  • CastleKeep Investment Advisors first reported a position in HF Sinclair in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's HF Sinclair position peaked at $971K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.